CSat Investment Advisory’s United Rentals URI Stock Holding History

CSat Investment Advisory’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$37K	Sell	113 -27	-19%	-$7.65K	0.03%	268
2020 Q4	$32K	Sell	140 -255	-65%	-$53.9K	0.03%	250
2020 Q3	$69K	Sell	395 -52	-12%	-$8.74K	0.01%	608
2020 Q2	$67K	Buy	447 +48	+12%	+$6.09K	0.01%	619
2020 Q1	$41K	Buy	399 +10	+3%	+$1.33K	0.01%	575
2019 Q4	$65K	Sell	389 -63	-14%	-$9.15K	0.02%	525
2019 Q3	$56K	Buy	452 +32	+8%	+$3.88K	0.02%	481
2019 Q2	$56K	Buy	420 +181	+76%	+$23K	0.02%	451
2019 Q1	$27K	Sell	239 -40	-14%	-$4.94K	0.01%	251
2018 Q4	$29K	Buy	279 +172	+161%	+$20.7K	0.02%	205
2018 Q3	$18K	Buy	107 +33	+45%	+$5.14K	0.01%	248
2018 Q2	$11K	Buy	+74	New	+$12.1K	0.01%	337

Other funds holding URI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSat Investment Advisory's URI Position: Q1 2021 in Review

CSat Investment Advisory reduced its United Rentals (URI) stake by 19% in Q1 2021, selling an estimated $7.65K and leaving 113 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #268.

CSat Investment Advisory first reported a position in URI in Q2 2018 and has held it in 12 quarters since. The position peaked at $69K in Q3 2020. 810 funds tracked by Wall St. Rank hold URI as of Q1 2021.

CSat Investment Advisory held 113 shares of United Rentals worth $37K as of Q1 2021.
CSat Investment Advisory sold 27 United Rentals shares in Q1 2021, an estimated $7.65K.
United Rentals made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #268 holding.
CSat Investment Advisory first reported a position in United Rentals in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's United Rentals position peaked at $69K in Q3 2020.
810 funds tracked by Wall St. Rank held United Rentals as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.